|
1926
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$325K
|
+$110K
|
1
|
0.04%
|
Increased
|
|
|
1927
|
CIC Wealth
Rockville,
Maryland
|
$325K
|
+$10.6K
|
1
|
0.11%
|
Increased
|
|
|
1928
|
Platte River Wealth Advisors
Louisville,
Colorado
|
$324K
|
-$38.7K
|
1
|
0.11%
|
Reduced
|
|
|
1929
|
Advance Capital Management
Southfield,
Michigan
|
$324K
|
-$39K
|
1
|
0.04%
|
Reduced
|
|
|
1930
|
Oakworth Capital
Birmingham,
Alabama
|
$323K
|
+$3.87K
|
2
|
0.03%
|
Increased
|
|
|
1931
|
|
$323K
|
-$37.7K
|
1
|
0.26%
|
Reduced
|
|
|
1932
|
Vantage Consulting Group
Virginia Beach,
Virginia
|
$323K
|
-$37.7K
|
1
|
0.19%
|
Reduced
|
|
|
1933
|
|
$323K
|
+$2.32K
|
1
|
0.04%
|
Increased
|
|
|
1934
|
Sinecera Capital
Austin,
Texas
|
$322K
|
$0
|
1
|
0.34%
|
Maintained
|
|
|
1935
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$322K
|
+$47.5K
|
1
|
0.09%
|
Increased
|
|
|
1936
|
Hoey Investments
Coatesville,
Pennsylvania
|
$322K
|
-$336K
|
1
|
0.1%
|
Reduced
|
|
|
1937
|
Bouchey Financial Group
Troy,
New York
|
$322K
|
-$135K
|
1
|
0.04%
|
Reduced
|
|
|
1938
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$322K
|
+$1.42K
|
1
|
0.12%
|
Increased
|
|
|
1939
|
Alta Advisers
London,
United Kingdom
|
$321K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
1940
|
Aristotle Atlantic Partners
Sarasota,
Florida
|
$321K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1941
|
Brookfield Corp
Toronto,
Ontario, Canada
|
$320K
|
-$219K
|
1
|
0%
|
Reduced
|
|
|
1942
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$320K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1943
|
CMG Global Holdings
Plano,
Texas
|
$320K
|
+$387
|
1
|
0.26%
|
Increased
|
|
|
1944
|
Journey Strategic Wealth
Summit,
New Jersey
|
$320K
|
-$274K
|
1
|
0.01%
|
Reduced
|
|
|
1945
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$319K
|
+$308K
|
1
|
0.05%
|
New
|
|
|
1946
|
Country Trust Bank
Bloomington,
Illinois
|
$319K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1947
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$318K
|
-$258
|
1
|
0.34%
|
Reduced
|
|
|
1948
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$317K
|
-$9.8K
|
1
|
0.09%
|
Reduced
|
|
|
1949
|
Vicus Capital
State College,
Pennsylvania
|
$317K
|
-$4.39K
|
1
|
0.03%
|
Reduced
|
|
|
1950
|
Vista Capital Partners
Portland,
Oregon
|
$316K
|
+$38.6K
|
1
|
0.04%
|
Increased
|
|